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Financial Marketing Pros
Jan 53 min read
Pro Tip #8: You'll Be The First to Get Bored With Your Marketing Copy
Earlier this week we were working on a critical piece of marketing copy for Television, for one of our financial advisor clients. I say...
Financial Marketing Pros
Dec 15, 20236 min read
Pro Tip #7: Misdiagnosing Marketing Problems In Your Client Acquisition Process
This may not seem like a story about lead generation and client acquisition, but it is… When I was in my mid-20s, I had an unbearably...
Financial Marketing Pros
Dec 8, 20232 min read
Pro Tip #6: The Key to Effective Marketing Strategy: Market Customization
Marketing that works in one city is not guaranteed to work in another city. The results for the same advertising mediums or platforms can...
Financial Marketing Pros
Dec 1, 20232 min read
Pro Tip #5: 5 Voice Techniques to Improve Your Next Media Performance
Your voice is a far more powerful tool than you may know. This is your instrument to transmit emotion, attitude, and connection.
Financial Marketing Pros
Nov 10, 20232 min read
Pro Tip #4: The Case for Having Diversified Calls to Action
It would be great if all marketing channels delivered a long line of $1 million prospects who were clamoring to secure a meeting and...
Financial Marketing Pros
Oct 24, 20232 min read
Pro Tip #3: Do Certain Times of the Year Generate More Leads? Yes.
There are two schools of thought about when you should invest in marketing. One, you’re open for business 52 weeks a year. You don’t...
Financial Marketing Pros
Oct 24, 20232 min read
Pro Tip #2: Run Short, Inexpensive Tests
Not long ago we were onboarding a new client. As we were talking about their various marketing platforms, we learned about a 6-month...
Financial Marketing Pros
Oct 24, 20232 min read
Pro Tip #1: What To Do When Leads Slow Down
Nothing lasts forever, and that’s true even for your greatest lead sources. When your results start to fade, we start asking these...
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